Financial Services

CSI Professional has been working directly with financial services companies since we began in 1994.  Our leadership team has worked for financial services companies and leverage that knowledge to develop a seasoned team of recruiters who specialize in this area.  In fact, much of CSI’s growth over the years can be attributed to our success in helping some of the top national financial companies place hard-to-find talent as well as high volume candidates for large projects and initiatives.


Our Scale

CSI got its ‘feet wet’ in this industry as most companies do.  We provided accounting/payroll support for local companies near our physical offices.  As we continued to succeed in this area, the needs and the scope of work increased with current clients and paved the way for Tier 1 national partnerships with Fortune 500 financial services companies across the country.  We take pride in how we began and how we continue to service small business while still maintain a high level of service for our larger, corporate clients as well.


Flexibility Is the Key

While the financial services industry is ever changing, CSI has a nimble business approach to ensure that we continually evolve as your business does.  That means continually working to pre-qualify the right candidates with defined skills that meet your specific needs.

As your staffing needs fluctuate, we are able to provide skilled personnel through a variety of options including temporary, contract-to-hire and direct placement.


Our Candidate Pool

CSI maintains a comprehensive database of pre-screened candidates with specialized qualifications.  And, we have the ability and resources to quickly move these highly skilled candidates into positions nationwide.


Areas of Concentration include the following:


  • Accounting/Finance – From financial analysts to CFO’s, accountants to audit, CSI knows the industry and has relationships with skilled passive candidates nationwide.


  • Operations/Customer Service – Whether you need to hire one or several customer service or clerical roles in a short period of time, we maintain a database of reliable support when you need it.


  • Mortgage and Banking – CSI has maintained long term relationships with some of the largest mortgage banking companies in the nation to support national large-scale hiring campaigns for processors and underwriter as well as foreclosure and default servicing specialists.


Client Testimonials

“We have worked with CSI Professional for the past three years on a variety of temporary and permanent positions ranging from high volume requests for Claims Temps or Outbound Call Center Associates to very niche essential positions like our Sr. Director of e-Commerce.  I’ve received fantastic service and would highly recommend other companies utilize CSI for their staffing needs.”

— Ben D.

“The CSI team is more responsive then other vendors. They’ve gone out of their way to get to know my needs so they can better screen the candidates.”

— Natalie B.